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WELL.PRI

Welltower Inc.
WELL.PRI

Delisted

WELL.PRI was delisted on the 27th of February, 2019.

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70 hedge funds and large institutions have $914M invested in Welltower Inc. in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more capital invested

Capital invested by funds: $777M → $914M (+$138M)

11% more funds holding

Funds holding: 63 → 70 (+7)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$35.3M
2
State Street
State Street
Massachusetts
+$18.5M
3
SG Americas Securities
SG Americas Securities
New York
+$16.3M
4
WCM
Waterstone Capital Management
Minnesota
+$13.1M
5
BFA
BlackRock Fund Advisors
California
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
CL
CSS LLC
Illinois
-$19.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$16.8M
3
Wells Fargo
Wells Fargo
California
-$6.06M
4
Ameriprise
Ameriprise
Minnesota
-$5.75M
5
CS
Credit Suisse
Switzerland
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Advent Capital Management
New York
$6.96M +$4.66M +73,000 +243%
ES
27
Equitec Specialists
Illinois
$6.77M -$2.94M -46,050 -32%
VanEck Associates
28
VanEck Associates
New York
$6.75M +$1.71M +26,786 +37%
MSL
29
Mackay Shields LLC
New York
$6.67M – – –
SIM
30
SSI Investment Management
California
$6.54M +$452K +7,079 +8%
ClearBridge Investments
31
ClearBridge Investments
New York
$5.61M – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$4.2M +$3.95M +61,867 New
GF
33
Gabelli Funds
New York
$4.07M – – –
CS
34
Credit Suisse
Switzerland
$3.73M -$3.71M -58,080 -51%
Bank of America
35
Bank of America
North Carolina
$3.58M +$1.56M +24,507 +87%
CL
36
CSS LLC
Illinois
$3.39M -$19.4M -304,522 -86%
AUIM
37
Aegon USA Investment Management
Iowa
$3.38M – – –
ADBIC
38
A.D. Beadell Investment Counsel
Wisconsin
$2.82M – – –
Wells Fargo
39
Wells Fargo
California
$2.49M -$6.06M -94,840 -72%
PCM
40
Palisade Capital Management
New Jersey
$2.24M – – –
BIT
41
BlackRock Institutional Trust
California
$1.95M -$56K -877 -3%
LTI
42
Laffer Tengler Investments
Tennessee
$1.87M -$23.6K -369 -1%
WIC
43
Woodmont Investment Counsel
Tennessee
$1.78M -$12.8K -200 -0.8%
EA
44
Emerald Acquisition
Washington
$1.76M +$1.66M +25,968 New
Citigroup
45
Citigroup
New York
$1.7M – – –
CI
46
Conning Inc
Connecticut
$1.59M – – –
PI
47
Putnam Investments
Massachusetts
$1.27M +$57.8K +905 +5%
KeyBank National Association
48
KeyBank National Association
Ohio
$1.16M +$61.7K +967 +6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.11M – – –
BlackRock
50
BlackRock
New York
$988K – – –
1
2
3

WELL.PRI Hedge Fund Activity: Q2 2016 in Review

70 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2016, worth a combined $914M — up 18% from $777M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WELL.PRI positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $35.3M. The largest seller was CSS LLC, cutting an estimated $19.4M.

  • 70 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2016, up from 63 in Q1 2016.
  • Funds reported $914M of Welltower Inc. stock for Q2 2016, up 18% quarter-over-quarter.
  • 9 funds opened new Welltower Inc. positions in Q2 2016 and 2 closed out, a net change of +7 holders.
  • The largest Welltower Inc. buyer in Q2 2016 was Allianz Asset Management, an estimated $35.3M added.
  • The largest Welltower Inc. seller in Q2 2016 was CSS LLC, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.